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Vanguard Long-Term Treasury ETF

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $5.26M

170% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 37

109% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 76

80% more capital invested

Capital invested by funds: $4.66B → $8.4B (+$3.74B)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

21% more funds holding

Funds holding: 291352 (+61)

10.99% more ownership

Funds ownership: 67.34%78.32% (+11%)

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.13%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
TownSquare Capital
Utah
$5.06M +$4.65M +82,272 New
HighTower Advisors
102
HighTower Advisors
Illinois
$4.86M -$14.3M -253,503 -76%
ACA
103
Ackerman Capital Advisors
Texas
$4.61M -$654K -11,581 -13%
Betterment LLC
104
Betterment LLC
New York
$4.6M +$483K +8,556 +13%
B
105
Bailard
California
$4.59M +$4.22M +74,628 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$4.44M +$4.08M +72,208 New
LGA
107
Lebenthal Global Advisors
New York
$4.41M +$936K +16,568 +30%
ACM
108
AlphaStar Capital Management
North Carolina
$4.1M +$1.86M +32,961 +98%
CAM
109
Cobblestone Asset Management
Virginia
$4M +$289K +5,119 +9%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$3.98M +$104K +1,849 +3%
SPIA
111
Steward Partners Investment Advisory
New York
$3.92M -$3.28M -57,980 -48%
TC
112
Truvestments Capital
Florida
$3.76M +$3.45M +61,107 New
CCFM
113
Clear Creek Financial Management
Washington
$3.74M +$37.6K +666 +1%
FFWA
114
Forthright Family Wealth Advisory
Texas
$3.71M +$3.41M +60,371 New
FNT
115
First National Trust
Pennsylvania
$3.58M -$164K -2,901 -5%
CPW
116
Catalyst Private Wealth
California
$3.56M +$1.72M +30,422 +111%
ODIJL
117
One Day In July LLC
Vermont
$3.45M -$620K -10,968 -16%
Stifel Financial
118
Stifel Financial
Missouri
$3.42M +$495K +8,763 +19%
NW
119
NewEdge Wealth
Pennsylvania
$3.38M -$8.43M -149,280 -73%
KP
120
Kitching Partners
Pennsylvania
$3.34M +$3.07M +54,325 New
TCM
121
Towneley Capital Management
California
$3.27M +$3M +53,137 New
BWG
122
Beta Wealth Group
California
$3.18M +$1.77M +31,243 +153%
FFM
123
Forum Financial Management
Illinois
$3.18M +$2.47M +43,659 +543%
SPWG
124
Sage Private Wealth Group
Illinois
$3.09M +$235K +4,163 +9%
WP
125
WealthSource Partners
California
$3.06M +$2.81M +49,700 New

VGLT Hedge Fund Activity: Q4 2023 in Review

352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q4 2023, worth a combined $8.4B — up 80% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VGLT positions and 37 closed out — a net gain of 63 holders — while 159 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $690M. The largest seller was M&T Bank, cutting an estimated $20.4M.

  • 352 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q4 2023, up from 291 in Q3 2023.
  • Funds reported $8.4B of Vanguard Long-Term Treasury ETF stock for Q4 2023, up 80% quarter-over-quarter.
  • 100 funds opened new Vanguard Long-Term Treasury ETF positions in Q4 2023 and 37 closed out, a net change of +63 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $690M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q4 2023 was M&T Bank, an estimated $20.4M sold.

Based on aggregated 13F filings for Q4 2023.